QCM
SHV icon

Quest Capital Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Quest Capital Management’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-6,121
Closed -$676K – 208
2019
Q4 		$676K Sell
6,121
-392
-6% -$43.3K 0.16% 80
2019
Q3 		$720K Sell
6,513
-127
-2% -$14K 0.18% 82
2019
Q2 		$735K Sell
6,640
-1,640
-20% -$181K 0.19% 73
2019
Q1 		$916K Buy
+8,280
New +$915K 0.23% 63

Other funds holding SHV

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Quest Capital Management's SHV Position: Q1 2020 in Review

Quest Capital Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2020, closing a stake of 6,121 shares — an estimated $676K sold.

Quest Capital Management first reported a position in SHV in Q1 2019 and held it in 4 quarters. The position peaked at $916K in Q1 2019. 445 funds tracked by Wall St. Rank hold SHV as of Q1 2020.

  • Quest Capital Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Quest Capital Management sold 6,121 iShares 0-1 Year Treasury Bond ETF shares in Q1 2020, an estimated $676K.
  • Quest Capital Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2019 and held it in 4 quarters.
  • Quest Capital Management's iShares 0-1 Year Treasury Bond ETF position peaked at $916K in Q1 2019.
  • 445 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2020.

Based on Quest Capital Management's 13F filing for Q1 2020, filed 5 May 2020.